Manual Conversion Sites

Overview

The Bridge Network's Tracker and ChairSide Suite applications are sophisticated programs with a full range of features. Professional training is offered by The Bridge Network to give your staff the skills necessary to efficiently use all these applications. Training is divided into several phases and is based on the foundation that your office has a fundamental understanding of Microsoft Windows. The information presented in each phase not only covers Tracker training, but it encompasses the complete installation and configuration of Tracker and its ChairSide programs. While training time differs for each office, a training session is typically no longer than four hours. These are guidelines only and time between sessions depends on each office's requirements and additional training is available if the office feels it's necessary. The initial session introduces the concepts of Tracker and gives users the skills to use the tools effectively. The final session is scheduled at a later date after the staff has had time to use the system. In this final session, the trainer analyzes how well the system is being used and provides information on different topics not covered in previous sessions. Our training sessions are flexible and designed with a hands-on approach so each office can learn the system at a comfortable pace. The net result is the system is utilized to its potential and provides a greater value to your practice.

In order for the implementation process to be successful, a level of commitment from the office is required. This means the office staff needs to be committed to following the necessary steps that are crucial in making sure there is a successful transfer of information. The Bridge Network knows there is a lot of information that needs to be transferred and we will guide your office through this process using an integrated approach. This document outlines the standard conversion routine The Bridge Network follows in order to carry out a successful and smooth integration.

For offices connected to highspeed Internet, your staff may receive all the benefits of and convenience professional training without all the added costs. Onsite training, which is a minimum two hours, also has the added expense of pre-approved travel costs for the trainer, while online training has no minimum session requirements, there are no travel costs and each stage can be broken up into multiple shorter sessions.

I. Scheduling and Contact Management

Unlike many other systems, Tracker is a true scheduling-based system. Therefore, we start our training with the Schedulers. In most cases, we don't believe it's a reasonable approach adding patient from Chart A to Chart Z, then adding your accounts receivable information before even being able to use the system; it is simply too time-consuming and frustrating. It's our opinion the Scheduler is the most sensible place to start since you will be entering relevant and timely patient data. We understand using a different Scheduler can be intimidating, but you will be surprised how comfortable you will quickly become using Tracker's Schedulers. Rest assured we won't take your former scheduling system away from you! As you are scheduling patients in your old scheduler, you're also entering them into Tracker. Once you're weaned yourself off the old scheduler, Tracker will become the primary Scheduler and all patient information should be entered only into Tracker form this point forward. The first phase of training is designed to give your office a basic understanding of Tracker in order to utilize Tracker's Schedulers and Contact Management features.

II. Beyond the Basics and Billing

At this point, we make sure the staff has a solid grasp on the basics of Tracker's Schedules, Contact Management features and the very important Appointment Manager. We also will show staff how to enter outstanding balances; therefore, it is imperative that an up-to-date Aged Receivable report from your current system is run prior to this session. At the end of it, your staff is ready to start using Tracker as its primary practice management system and the other system as a back up. Staff should be referring to Tracker first for information and using the other system only for historical data. As staff begins using just Tracker, the conversion is, for the most part, complete. The systems will no longer need to run in parallel and a date can be selected when only Tracker will be used.

III. Clinical Applications Training (Optional)

Since ChairSide Charting and ChairSide Imaging are generally used by Clinical staff and don't require an in-depth knowledge of Tracker, we tend to schedule these sessions separately since they require two-to-four hours of training per application. Please refer to Training Overview - Existing Digital Tracker Office for the clinical training structure.

IV. Power Session

This advanced session of Tracker training is scheduled several months, after the last training session has been completed. To optimize this session, The Bridge Network can complete a data analysis prior to the session. By giving us a copy of your Tracker information, either by a remote connection or by mailing a CD, a certified trainer will analyze the information and outline tools not being used to capacity. The analysis also enables the trainer to focus on areas that may require more attention. The trainer will review their findings with the office, decide if and where productivity can be improved and answer any questions or concerns that have come up after completing the previous sessions. This training session involves an hour to complete the analysis in-house and two to three hours for training either onsite on online. Our goal in this session is to enhance the productivity and efficiency in Tracker while effectively managing your office.